One view ofevery customer.
We remove duplicate customer records across your systems and build a single, trusted view of each customer that sales, service and finance can all use.
01Who it is for
The problems we are usually called about.
Marketing, sales, service and finance leaders who each have a different count of how many customers the company has.
Nobody agrees how many customers there are
The CRM says one number, billing another, and the board gets a third.
Customers contacted twice, or not at all
Duplicate records mean duplicate mailings and missed renewals.
Service agents without the full picture
The person on the phone can't see the order, the complaint and the invoice together.
A clean-up that didn't last
Someone deduplicated the CRM once. A year later it was as bad as before.
02What we do
From scattered records to one customer.
Deduplication
Duplicate records found and merged within and across systems, despite typos and changed details.
A single customer view
Purchases, contacts, tickets and billing brought together under one identity.
Household and account links
Related people and companies connected, so you see the relationship and not only the record.
Feeding it back
The clean record returned to your CRM, billing and marketing tools, so they stop drifting apart.
Keeping it clean
New records matched as they arrive, with checks that stop duplicates being created.
03How it runs
Step by step.
- 01
Scoping call
We learn which systems hold customer records and which decisions the single view must support.
- 02
Measure
We profile a real sample and report the duplicate rate and the quality of each field.
- 03
Match and merge
Matching rules are tuned on your data, with clear thresholds for automatic and reviewed merges.
- 04
Build the view
Activity from each system is attached to the resolved customer and published to your platform.
- 05
Keep it running
New records are matched on arrival and the clean record is fed back to source systems.
04What you get
Delivered, documented, yours.
A measured duplicate rate
Before and after, on your own data.
A customer view people can query
In your data platform and your BI tool.
Rules you can read
Why two records were merged, and how to undo it.
A process, not a one-off clean
So the numbers stay right next year.
Tools we work with
Your stack, not ours
From our work
Member identity resolution
We matched 100,000 health-insurance member records from enrolment, claims and third-party files into single identities. Uncertain matches go to a reviewer, and every decision is logged.
Questions
What clients ask first.
What is customer 360?
It's a single, complete view of each customer, assembled from every system that holds something about them: sales, service, billing, marketing. It depends on first working out which records refer to the same customer.
Is this a customer data platform?
Not necessarily. A customer data platform is a product you buy. A customer 360 view can be built in the data platform you already own, which is often cheaper and easier to govern. We'll tell you if a product is the better fit.
How do you decide two records are the same customer?
By comparing several fields together, such as name, email, phone, address and account details, and scoring the match. Clear matches merge automatically. Uncertain ones go to a person, with the evidence shown.
Can a wrong merge be undone?
Yes. Source records are kept and every merge is logged, so a link can be reversed.
Will our CRM be changed?
Only by agreement. The single view can sit alongside your systems, and we can feed corrections back into the CRM once you're confident in them.
How do you handle personal data?
We build inside your environment, limit access by role, and remove or pseudonymise identifying fields wherever the purpose doesn't need them.
Tell us what you run.
Thirty minutes with an engineer. You leave with a clear scope, a timeline and a recommended approach.
